Artwork

Contenu fourni par Bogumil Baranowski. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Bogumil Baranowski ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
Player FM - Application Podcast
Mettez-vous hors ligne avec l'application Player FM !

Julia Carreon: The Future Of Wealth Management, Digital Transformation, Reimagined Client & Advisor Experience And More

54:21
 
Partager
 

Manage episode 447785741 series 3515100
Contenu fourni par Bogumil Baranowski. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Bogumil Baranowski ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

My guest today is Julia Carreon, a Business Transformation and Integration Executive. In her own words, in an industry rife with friction and failed projects, she leads teams that are in the 1% of executing reimagined client/advisor experiences. Today, we are talking about the Future of Wealth Management, digital transformation and more.

https://www.linkedin.com/pulse/make-mistake-gen-zs-social-skills-fierce-julia-c-carreon/

https://www.linkedin.com/posts/julia-c-carreon-8318674_courage-opinions-leadership-activity-7201617334648676353-_1dd?utm_source=share&utm_medium=member_ios

Takeaways

Julia's childhood experiences shaped her views on money and power.

Technology should enhance human interaction, not replace it.

Gen Z will demand seamless digital experiences in wealth management.

Understanding generational differences is crucial for effective communication. Listening to clients can reveal valuable insights for service improvement.

Change management is essential for adopting new technologies.

Respecting clients' time enhances the quality of interactions.

Success is defined by the impact you have on others.

Involving the next generation in wealth management is vital for future success.

Leadership is about serving others and fostering their growth.

Podcast Program – Disclosure Statement Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

  continue reading

143 episodes

Artwork
iconPartager
 
Manage episode 447785741 series 3515100
Contenu fourni par Bogumil Baranowski. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Bogumil Baranowski ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

My guest today is Julia Carreon, a Business Transformation and Integration Executive. In her own words, in an industry rife with friction and failed projects, she leads teams that are in the 1% of executing reimagined client/advisor experiences. Today, we are talking about the Future of Wealth Management, digital transformation and more.

https://www.linkedin.com/pulse/make-mistake-gen-zs-social-skills-fierce-julia-c-carreon/

https://www.linkedin.com/posts/julia-c-carreon-8318674_courage-opinions-leadership-activity-7201617334648676353-_1dd?utm_source=share&utm_medium=member_ios

Takeaways

Julia's childhood experiences shaped her views on money and power.

Technology should enhance human interaction, not replace it.

Gen Z will demand seamless digital experiences in wealth management.

Understanding generational differences is crucial for effective communication. Listening to clients can reveal valuable insights for service improvement.

Change management is essential for adopting new technologies.

Respecting clients' time enhances the quality of interactions.

Success is defined by the impact you have on others.

Involving the next generation in wealth management is vital for future success.

Leadership is about serving others and fostering their growth.

Podcast Program – Disclosure Statement Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

  continue reading

143 episodes

सभी एपिसोड

×
 
Loading …

Bienvenue sur Lecteur FM!

Lecteur FM recherche sur Internet des podcasts de haute qualité que vous pourrez apprécier dès maintenant. C'est la meilleure application de podcast et fonctionne sur Android, iPhone et le Web. Inscrivez-vous pour synchroniser les abonnements sur tous les appareils.

 

Guide de référence rapide